DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $882M
1-Year Est. Return 8.21%
This Quarter Est. Return
1 Year Est. Return
+8.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$704M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,389
New
Increased
Reduced
Closed

Top Buys

1
+$93.9M
2
+$70.2M
3
+$67.7M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$50.9M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$43.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.69%
2 Financials 0.21%
3 Industrials 0.11%
4 Healthcare 0.11%
5 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$166 ﹤0.01%
+5
1252
$165 ﹤0.01%
+9
1253
$164 ﹤0.01%
+4
1254
$164 ﹤0.01%
+12
1255
$163 ﹤0.01%
+6
1256
$162 ﹤0.01%
+9
1257
$161 ﹤0.01%
+29
1258
$161 ﹤0.01%
+2
1259
$159 ﹤0.01%
+5
1260
$159 ﹤0.01%
+8
1261
$159 ﹤0.01%
+18
1262
$158 ﹤0.01%
+6
1263
$156 ﹤0.01%
+8
1264
$155 ﹤0.01%
+5
1265
$155 ﹤0.01%
+23
1266
$154 ﹤0.01%
+4
1267
$151 ﹤0.01%
+11
1268
$150 ﹤0.01%
+11
1269
$149 ﹤0.01%
+10
1270
$148 ﹤0.01%
+5
1271
$143 ﹤0.01%
+6
1272
$143 ﹤0.01%
+44
1273
$142 ﹤0.01%
+3
1274
$142 ﹤0.01%
+5
1275
$137 ﹤0.01%
+4
49 50
51
52 53